+999.8%
ARES vs ENB
+98.3%
+901.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -2.7% | -0.3% | -2.4% | -2.5% |
| 30D | -2.4% | -1.1% | -1.3% | -2.0% |
| 3M | +3.9% | -8.5% | +12.4% | +8.3% |
| 6M | +26.4% | -4.5% | +30.9% | +28.5% |
| YTD | -14.9% | +9.1% | -24.0% | -19.9% |
| 1Y | -20.4% | +8.0% | -28.4% | -24.8% |
| 3Y | +38.8% | +77.8% | -39.0% | -1.5% |
| 5Y | +97.0% | +69.4% | +27.6% | +45.4% |
| 10Y | +999.8% | +100.5% | +899.3% | +568.0% |
| All | +999.8% | +98.3% | +901.5% | +568.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ENB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling